Perennial Investment Advisors »

SPDR DJ Wilshire Large Cap shares owned by Perennial Investment Advisors

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Perennial Investment Advisors from 13F filings

Historical chart of Perennial Investment Advisors investment in SPDR DJ Wilshire Large Cap

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Large Cap held by Perennial Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.1M 22k 50.26
2023-06-30 $1.1M 22k 52.11
2023-03-31 $826k 17k 48.15
2022-12-31 $383k 8.5k 44.98

More positions owned by Perennial Investment Advisors

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
First Tr Value Line Divid In SHS (FVD)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Us Efficient Cor (NTSX)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Select Sector Spdr Tr Energy (XLE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Perennial Investment Advisors

Top funds holding SPDR DJ Wilshire Large Cap

Creative Planning
Advance Capital Management
Jpmorgan Chase & Co
Bank of America Corporation
AE Wealth Management
Advisor Group Holdings
CWM
Advocacy Wealth Management Services
Assetmark
Gradient Investments
Private Advisor
Monticello Wealth Management
Wealthcare Advisory Partners
GM Advisory
Capital Analysts

View all funds holding SPDR DJ Wilshire Large Cap